Liberty Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-67
| Closed | -$3K | – | 1124 |
|
|
2021
Q3 | $3K | Buy |
67
+1
| +2% | +$45 | ﹤0.01% | 1032 |
|
|
2021
Q2 | $3K | Buy |
66
+1
| +2% | +$45 | ﹤0.01% | 883 |
|
|
2021
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 840 |
|
|
2020
Q4 | $2K | Buy |
65
+1
| +2% | +$31 | ﹤0.01% | 837 |
|
|
2020
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 783 |
|
|
2020
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 756 |
|
|
2020
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 754 |
|
|
2019
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 791 |
|
|
2019
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 714 |
|
|
2019
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 648 |
|
|
2018
Q4 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 729 |
|